Invite & Add a Team Member

Inviting and adding team members is essential for building a cohesive team and enabling collaboration on projects and tasks within the AgencyHandy platform. This feature streamlines the process of onboarding new team members and ensures that they have access to the necessary tools and resources to contribute to the agency's success.

Pre-conditions to use the Feature:

  • Users must have an account in AgencyHandy.

  • Users must be a part of an agency.

  • Users must be Super Admins/Admins/PMs to add/invite team members.

  • To add a team member, email and roles are required

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Team Management: Locate the "Team" section in the dashboard menu.

  • Invite New Team Member: Look for an option to "Create team." Click on it.

  • Enter Team Member's Email: Enter the email address of the team member you wish to invite. Add a role to it.

  • Send Invitation: Send the invitation to the team member by clicking the "Invite" button.

  • Confirmation: The invited team member will receive an email containing a secure login URL and a computer-generated password.

  • Accept Invitation: The invited team member should accept the invitation by following the instructions provided in the email.

  • Add Team Member: Once the invitation is accepted, the team member will be added to the agency's workspace, and they can start collaborating on projects and tasks.

Important Notes:

  • The invited team member will access the platform using the secure login URL & will use the email & login password to complete the onboarding process.

  • When logged in, he/she will be added as a team member of the designated agency.

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